LF

Lee Financial Portfolio holdings

AUM $797M
1-Year Est. Return 16.77%
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$614M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$2.83M
3
+$1.81M
4
DE icon
Deere & Co
DE
+$953K
5
ALLY icon
Ally Financial
ALLY
+$751K

Top Sells

1
+$1.91M
2
+$1.38M
3
+$1.06M
4
BNL icon
Broadstone Net Lease
BNL
+$1.03M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$746K

Sector Composition

1 Financials 7.54%
2 Technology 6.01%
3 Energy 2.39%
4 Healthcare 1.97%
5 Industrials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.21%
18,221
-1,110
52
$1.28M 0.21%
12,308
+2,478
53
$1.28M 0.21%
34,054
-1,645
54
$1.26M 0.21%
2,882
-388
55
$1.25M 0.2%
1,467
-385
56
$1.21M 0.2%
17,003
-970
57
$1.21M 0.2%
12,142
-4,094
58
$1.2M 0.2%
2,688
-149
59
$1.14M 0.19%
13,950
+168
60
$1.14M 0.19%
23,935
-535
61
$1.14M 0.19%
5,868
-369
62
$1.14M 0.19%
5,833
-372
63
$1.12M 0.18%
51,157
+2,575
64
$1.12M 0.18%
3,570
-199
65
$1.1M 0.18%
15,523
+1,217
66
$1.07M 0.17%
78,010
67
$1.05M 0.17%
33,919
-2,075
68
$1.03M 0.17%
10,634
-5,665
69
$1.01M 0.16%
5,523
+2,448
70
$997K 0.16%
8,438
-525
71
$972K 0.16%
27,305
-115
72
$962K 0.16%
2,180
-330
73
$958K 0.16%
6,788
74
$953K 0.16%
+2,549
75
$920K 0.15%
5,016
-15
1 2
3
4 5